PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHEA, CARR & JEWELL, INC.
Sponsor portfolioTH

SHEA, CARR & JEWELL, INC.

EIN 20-4834444-Construction-Latest filing 2025
Plans
3
Retirement
2
$17.4M assets
Welfare
1
$765K premiums
Participants
434
8730 TALLON LANE NE, SUITE 200 - LACEY, WA 985166609360-352-1465
Plans on this EIN
3 filings
#001401k-$13.3M - 170 part#002ESOP-$4.1M - 136 part#501Fully Insured-$765K - 143 lives

Retirement portfolio analytics

2 plans aggregated / $17.4M assets / 306 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SCJ ALLIANCE 401(K) (#001)77%
  • PLAN AND TRUST (#002)23%
Total $17.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCJ ALLIANCE 401(K) (#001)170
  • PLAN AND TRUST (#002)136
Total 306Click row to drill in

Benefits portfolio analytics

1 plan / $765K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$669K
  • Dental$669K
  • Vision$669K
  • Prescription drug$669K
  • Life$96K
  • Short-term disability$96K
  • +2 more
Total $765K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $765K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • PROPEL INSURANCE AGENCY, LLC63%
  • ALLIANT INSURANCE SERVICES, INC.37%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCJ ALLIANCE 401(K) PLAN

401k

Assets$13.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$4.1M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEA CARR JEWELL, INC. HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$765K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCJ ALLIANCE 401(K) PLAN401k$13.3M1702025
002SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$4.1M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEA CARR JEWELL, INC. HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$765K1432024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica